Westbourne Investments, Inc. Portfolio Holdings

Westbourne Investments, Inc.

  • $188 Billion
  • Q2 2025

Westbourne Investments, Inc. has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $188 Billion distributed in 140 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $9.44B, General Electric CO with a value of $8.87B, Microsoft Corp with a value of $7.5B, Meta Platforms, Inc. with a value of $6.84B, and Amazon Com Inc with a value of $6.8B.

Examining the 13F form we can see an increase of $21.7B in the current position value, from $166B to 188B.

Westbourne Investments, Inc. is based out at Arlington, VA

Below you can find more details about Westbourne Investments, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $188 Billion
ETFs: $41.5 Billion
Technology: $38.6 Billion
Industrials: $21.9 Billion
Financial Services: $19.7 Billion
Communication Services: $18.4 Billion
Healthcare: $11.9 Billion
Consumer Cyclical: $9.34 Billion
Utilities: $5.81 Billion
Other: $14.4 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$431B
$9.44 Billion 5.04% of portfolio
59,782
Q2 2025 Reduced 5.66%
$284B
$8.87 Billion 4.73% of portfolio
34,473
Q2 2025 Added 0.29%
$3.81T
$7.5 Billion 4.0% of portfolio
15,075
Q2 2025 Reduced 28.09%
$1.62T
$6.84 Billion 3.65% of portfolio
9,266
Q2 2025 Reduced 20.06%
$2.28T
$6.8 Billion 3.63% of portfolio
30,991
Q2 2025 Reduced 11.85%
$567B
$5.01 Billion 2.67% of portfolio
3,740
Q2 2025 Added 55.32%
$631B
$4.58 Billion 2.44% of portfolio
9,435
Q2 2025 Reduced 7.82%
$3.38T
$4.54 Billion 2.42% of portfolio
22,126
Q2 2025 Reduced 24.54%
$1.07T
$4.33 Billion 2.31% of portfolio
24,567
Q2 2025 Reduced 16.45%
$572B
$3.62 Billion 1.93% of portfolio
10,195
Q2 2025 Reduced 4.48%
$422B
$3.28 Billion 1.75% of portfolio
3,313
Q2 2025 Added 0.15%
$296B
$3.02 Billion 1.61% of portfolio
21,081
Q2 2025 Added 269.45%
$253B
$2.21 Billion 1.18% of portfolio
7,503
Q2 2025 Reduced 7.4%
$724B
$1.68 Billion 0.9% of portfolio
2,155
Q2 2025 Reduced 24.12%
$302B
$1.66 Billion 0.88% of portfolio
12,169
Q2 2025 Reduced 53.49%
$1.12T
$1.25 Billion 0.67% of portfolio
7,065
Q2 2025 Reduced 33.03%
$241B
$736 Million 0.39% of portfolio
1,040
Q2 2025 Added 4.0%
$671B
$579 Million 0.31% of portfolio
2,650
Q2 2025 New
$223B
$521 Million 0.28% of portfolio
4,200
Q2 2025 New
$278B
$466 Million 0.25% of portfolio
2,560
Q2 2025 Added 45.45%
$465B
$430 Million 0.23% of portfolio
3,989
Q2 2025 Reduced 4.77%
$850B
$358 Million 0.19% of portfolio
1,235
Q2 2025 Added 29.32%
$305B
$287 Million 0.15% of portfolio
4,060
Q2 2025 Reduced 4.69%

Summary

  • Portfolio
  • No. of Stocks 140
  • Current Value $188 Billion
  • Prior Value $166 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 31 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
Track This Portfolio

Track Westbourne Investments, Inc. Portfolio

Follow Westbourne Investments, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Westbourne Investments, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Westbourne Investments, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email